IA
CLBH

IFP Advisors’s Carolina Bank Holdings Inc CLBH Stock Holding History

IFP Advisors’s Portfolio CLBH Stock Details CLBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,279
Closed -$59K – 4301
2016
Q4 		$59K Hold
2,279
– – ﹤0.01% 1786
2016
Q3 		$44K Sell
2,279
-111
-5% -$2.1K ﹤0.01% 1903
2016
Q2 		$42K Buy
+2,390
New +$38.7K ﹤0.01% 1892
2016
Q1 		– Sell
-1,839
Closed -$34K – 4102
2015
Q4 		$34K Buy
+1,839
New +$29.1K ﹤0.01% 1854

Other funds holding CLBH

BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $94.5M AUM 10.64% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return

IFP Advisors's CLBH Position: Q1 2017 in Review

IFP Advisors sold out of Carolina Bank Holdings Inc (CLBH) in Q1 2017, closing a stake of 2,279 shares — an estimated $59K sold.

IFP Advisors first reported a position in CLBH in Q4 2015 and held it in 4 quarters. The position peaked at $59K in Q4 2016. 8 funds tracked by Wall St. Rank hold CLBH as of Q1 2017.

  • IFP Advisors reported no remaining Carolina Bank Holdings Inc position as of Q1 2017 after selling out during the quarter.
  • IFP Advisors sold 2,279 Carolina Bank Holdings Inc shares in Q1 2017, an estimated $59K.
  • IFP Advisors first reported a position in Carolina Bank Holdings Inc in Q4 2015 and held it in 4 quarters.
  • IFP Advisors's Carolina Bank Holdings Inc position peaked at $59K in Q4 2016.
  • 8 funds tracked by Wall St. Rank held Carolina Bank Holdings Inc as of Q1 2017.

Based on IFP Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.